TL;DR
Schedule when leads enter your campaign instead of launching immediately. Set specific dates and times for bulk launches or individual leads. Useful for planning ahead, coordinating team efforts, or timing outreach strategically. Takes 2 minutes.
Who Should Use This
Teams planning quarterly campaigns in advance
Sales reps coordinating launches around events or holidays
Agencies scheduling client campaigns for specific go-live dates
Anyone wanting to launch campaigns outside of working hours
Why This Matters
Scheduling launches lets you prepare campaigns in advance without sending immediately. Launch campaigns to coincide with product releases, events, or optimal timing windows. It also prevents accidental immediate sends when you're still reviewing leads or waiting for approvals.
Step-by-Step Guide
Schedule Bulk Launch (All Leads)
Step 1: Go to the campaign
Go to Campaigns and open the campaign you want to schedule.
Step 2: Open Launch and choose Schedule launch
In the campaign, click Launch, then click the arrow next to Launch for x leads and select Schedule launch.
Step 3: Choose date and time
Select the date you want leads to enter the campaign, choose the time, then click Schedule.
✅ Verify: Scheduled leads move from To launch to Launched with a Scheduled status.
Schedule Individual Leads
Step 4: Select specific leads
Check the boxes next to the leads you want to schedule, then click the arrow next to Launch for x leads.
Choose Schedule launch.
Step 5: Set the schedule
Choose the date and time for those selected leads, then confirm the schedule.
The selected leads move to Launched with a scheduled status.
💡 Use case: Schedule high-priority leads for immediate launch and lower-priority leads for next week.
Check Scheduled Launch Times
Step 6: View scheduled times
Go to the Launched section.
Hover over the Scheduled note next to any lead.
A tooltip displays the exact date and time the lead will launch.
💡 Tip: Review scheduled leads before the launch time to make any last-minute changes.
Unschedule a Launch
Step 7: Unschedule if plans change
If you need to cancel or reschedule, click the three-dot menu (⋮) next to the lead.
Select Unschedule launch.
The lead returns to To launch status immediately.
⚠️ Note: No confirmation popup appears, unscheduling happens instantly.
Step 8: Bulk unschedule (multiple leads)
Select multiple scheduled leads using checkboxes.
Click the three-dot menu at the top → Unschedule launch.
All selected leads return to To launch.
How You'll Know It Worked
✅ Leads show Scheduled status in the Launched section
✅ Hover tooltip displays the correct launch date and time
✅ Leads don't send immediately and wait until the scheduled time
✅ Campaign starts sending at the scheduled time
Understanding Campaign Statuses
After scheduling, leads progress through these statuses:
Scheduled: Waiting for the scheduled launch time to arrive
Ready to Send: Scheduled time passed, waiting for the next sending window
In Progress: Actively receiving sequence steps
Paused: Manually paused mid-sequence
Completed: Finished all sequence steps
💡 Filter tip: Use status filters to view only scheduled leads or track specific groups.
Common Use Cases
Quarterly planning:
Prepare all Q1 campaigns in December
Schedule each to launch on specific weeks
Review and adjust before going live
Event coordination:
Schedule launch for Monday after the weekend conference
Ensures prospects receive follow-ups when back at the desk
Coordinates with the event timeline
Holiday timing:
Avoid launching before long holiday weekends
Schedule for the first business day after the break
Prevents emails from getting buried during time off
Team coordination:
Schedule launch when the team is available to handle replies
Avoid launching on Friday afternoons or during vacations
Ensures response coverage
Time zone optimization:
Schedule launches for 9 am in the prospect's time zone
Campaign settings handle actual send timing
Scheduling sets when leads enter the sequence
Troubleshooting
Issue: Scheduled leads didn't launch at the set time
Fix: Check that the campaign isn't paused at the campaign level. Verify the sender's email account is still connected. Ensure the scheduled time falls within your campaign's sending window settings.
Issue: Can't find scheduled leads
Fix: Go to the Launched section, not To launch. Filter by status Scheduled to see only scheduled leads. Check that you're in the right campaign.
Issue: Unscheduled accidentally
Fix: Go back to To launch and reschedule the leads. There's no undo for unscheduling, but rescheduling is quick.
Issue: Scheduled time already passed but leads haven't sent
Fix: Leads move to Ready to Send and will send during the next available sending window. Check Settings → Schedule to see sending window hours. If it's outside the window, they'll send when it opens.
Tips for Optimization
Schedule during working hours - Launch campaigns Tuesday-Thursday mornings when prospects are most likely to engage, and avoid Monday mornings and Friday afternoons.
Account for time zones - If targeting multiple regions, schedule launches with prospect time zones in mind. Your sending schedule handles actual delivery timing.
Build in review time - Schedule launches 1-2 days out to give yourself time for final reviews without the pressure of immediate sending.
Double-check configurations such as scheduled launch dates and times, time zone settings, and any step delays to ensure a seamless launch process.
Use for testing - Schedule test batches of 10-20 leads for early morning, then schedule the remaining leads for later in the day after you've verified success.
Coordinate with team - Share scheduled launch dates with your team so they're prepared for replies and follow-ups.
Set calendar reminders - Add scheduled launches to your calendar as reminders to monitor campaign performance when it goes live.
Batch by segment - Schedule different segments on different days to spread reply volume and make performance tracking easier.